Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings2,202 positions
iShares Trust CORE S&P500 ETF | 43,368 | $16.7M | 6.5% | $365.31 | 0.00% | 1 qtr | First report 0 |
VANGUARD SCOTTSDALE FDS | 164,132 | $12.7M | 4.9% | $65.95 | 0.00% | 1 qtr | First report 0 |
ISHARES ESG AWARE MSCI USA ETF | 113,035 | $9.6M | 3.7% | $80.93 | 0.00% | 1 qtr | First report 0 |
Chevron Corp. | 44,439 | $8M | 3.1% | $155.28 | 0.00% | 1 qtr | First report 0 |
Berkshire Hathaway Inc. | 24,171 | $7.5M | 2.9% | $308.90 | 0.00% | 1 qtr | First report 0 |
INVESCO S&P 500 TOP 50 ETF | 18,773 | $5.2M | 2.0% | $26.76 | 0.00% | 1 qtr | First report 0 |
ISHARES MSCI EAFE VALUE ETF | 112,510 | $5.2M | 2.0% | $39.06 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 95,199 | $4.3M | 1.7% | $38.99 | 0.00% | 1 qtr | First report 0 |
STATE STREET SPDR S&P 400 MID CAP VALUE ETF | 56,451 | $3.7M | 1.4% | $60.45 | 0.00% | 1 qtr | First report 0 |
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 48,741 | $3.6M | 1.4% | $68.33 | 0.00% | 1 qtr | First report 0 |
Apple Inc. | 26,401 | $3.4M | 1.3% | $127.65 | 0.00% | 1 qtr | First report 0 |
ISHARES MSCI EAFE GROWTH ETF | 40,837 | $3.4M | 1.3% | $79.08 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 30,816 | $3M | 1.2% | $85.05 | 0.00% | 1 qtr | First report 0 |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 30,037 | $2.7M | 1.0% | $41.79 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp. | 10,623 | $2.5M | 1.0% | $232.74 | 0.00% | 1 qtr | First report 0 |
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 47,028 | $2.5M | 1.0% | $48.10 | 0.00% | 1 qtr | First report 0 |
| 32,300 | $2.4M | 0.9% | — | — | 1 qtr | First report 0 | |
AVANTIS U.S. EQUITY ETF | 35,171 | $2.4M | 0.9% | $64.87 | 0.00% | 1 qtr | First report 0 |
ISHARES NATIONAL MUNI BOND ETF | 20,811 | $2.2M | 0.9% | $94.77 | 0.00% | 1 qtr | First report 0 |
ISHARES U.S. EQUITY FACTOR ETF | 55,228 | $2.2M | 0.8% | $37.12 | 0.00% | 1 qtr | First report 0 |
Farther Finance Advisors, LLC manages $258.1M across 2202 positions as of Q4 2022. Top holdings: IVV (6.5%), VCIT (4.9%), ESGU (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
First quarter we have for this fund: 2202 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $258M across 2202 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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